Tag Archives: Andy Jessy

At the benefit of Riyadh

That is what I saw a few days ago, but as with all matters, the people who see the advantage do not always see what they have. You see, almost 3 years ago I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) where I have both Kingdom Holdings, Saudi Arabia and Amazon the stage where they could set the stage of an additional 6 billion a year with optionally enlarging this to about 15 billion a year (a cautious conservative estimate) and that was merely the beginning. I tried to hand it to Google, but the person I had to seal to was not in the office (it was in the Covid lockdown stage) and 2 days later they dumped the Google Stadia. So, I was depending on Amazon (and Andy Jessy), or the Kingdom Holding, but there I had to deal with   Prince Al Waleed bin Talal Al Saud. And he has never heard of me, so I was up going nowhere. And I get it, a billionaire gets thousands of ‘pleads’ in a daily basis and I don’t amount to much. I get that. But that doesn’t take away the anguish of having the idea of a lifetime (well 50 million dollars plus change) and as it holds billions of revenue, I was in a decent position, but over the last three years my changes has dwindled, even Tencent was leaving the idea in the ground and for the life of me I cannot understand why these so called ‘self made billionaires’ leave this much revenue one the floor. I get the idea that if it isn’t AI, it is worthless, but the sentiment behind that is flawed as AI doesn’t exist and the issues I raised with energy and validation and verification of data are showing a much larger setting now (see yesterday’s blog). 

But as Saudi Arabia bought Electronic Arts the issue changes. You see the second pillar on the story ‘Girdle your loins’ has a new lease on life as Electronic Arts brought some of the highest rated games during 1985-1999 and that is the focal point of a lot of games and as Saudi Arabia owns the IP now, the games that are published as Bullfrog will be worth a massive amount. 

We had Magic Carpet (1+2), Dungeon Keeper (1+2), Populous (1+2) and there is another upside. These games can be released in the original setting (with upgraded sound and graphics) and there is the setting that these games can be ‘islamiphied’ giving a game like Populous the setting to add the graphics of an Arabic themed land, with optional setting that added libraries can be unlocked in the game as you conquer the lands it adds a cauldron with a graphic theme and that gives the player a new stride on the game. And that is one house who had additional titles, as such the setting for Riyadh increases to a larger setting and one that brings in the money. Wouldn’t it be nice if (as I personally see it) that the investment of $55 billion will earn itself back in under a decade by additional means? That is what Google, Amazon and others left on the floor. And only 20 hours ago the Guardian gave us ‘Boom or bubble? Inside the $3tn AI datacentre spending spree’ with the byline “Investment in these vast warehouses is huge but some worry the debt-fuelled exuberance will backfire” with the setting of “Google’s owner Alphabet has reported revenues of $100bn in a single quarter for the first time, helped by growing demand for its AI infrastructure, while Apple and Amazon have also just reported strong results.” And still the media avoids certain matters as we are given “Goldman Sachs expects it to double by the end of 2030. This carries a further infrastructure cost of its own, according to Goldman, with $720bn of grid spending needed to meet that energy demand.” So double the effort by 2030? Is that a critical holding, because as I personally see it, the American economy doesn’t have that long and the energy setting is critical as is validating and verifying the Deeper Machine Learning data sets, an issue that is ‘circumvented’ by nearly all. As such I personally feel that my solution as a way around shortage of funds was seemingly (a personal view) a good idea to have in the back pocket and I was eager to hand it to Google (just to keep it out of the hands of Microsoft) but alas, I was not that fortunate. And make no mistake. I wanted to cash in on my ideas as anyone would, so there is no altruistic setting here. I am not better than all (just better than most) and now it seems that Saudi Arabia and through it I reckon Kingdom Holdings have the inside track on billions left on the floor. I wonder if they will make a deal with Tencent to make it work. 

Have a great day. I will dream of icy cold water (it is 28 degrees celsius now) and the taste of refreshing icy cold water appeals to me at present.

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The enemy of fun

We all hate advertisements, we do. We merely have been lulled to sleep to accept that these things happen. My initial setting for the new IP was to benefit in game-line advertisements and now I see that ‘Valve Doubles Down On Banning Forced In-Game Ads In Steam Games’. As such I say “Yes! Someone else figured it out too”. It feels like some level of vindication. You see, I thought I was alone in this, but Valve is not a simple gaming location. It is the original place of Half-Life and that is the game that set the tone in the two thousands and is now worth billions. 

They set the tone and are now doubling down on “Banning Forced In-Game Ads”, which fells me feel vindicated, and it is the fourth element that I heralded in my IP, four parts that set my console setting apart. Games, social media, no ads and collective cohesion. All parts that make any console great. So I am feeling mighty good (a little less as I never was able to see it), but the overwhelming feeling that I was right all along makes it up to some extent. The article phrases it as “a customer gets blocked after a certain amount of playtime and has to pay to continue and keep their progress. These types of monetization are considered predatory and are not allowed in Steam games.” Exactly how I felt about it. I’ll be honest there is space for some advertising, because it allows for unification of people, but not on time lines and not in games. I was adamant in this. And lets face it, to set the space to unifies one group of over 500 million gamers (among others) was the idea I tried to sell Kingdom Holdings. 

You see, to get access to over 50 million Muslims in past one and up to 200 million during phase two was overwhelmingly appealing. You see Kingdom Holding had in 2022 $13.6 billion and my solution allowed it to speculatively grow it by 50% in phase one would be appealing to any investor and whilst they are in whose main interests are financial services, real estate, tourism and hospitality, media, entertainment, petrochemicals, aviation and technology. To grow the setting of entertainment by that much in what I see 1 swoop and gather the view of millions would be seen as interesting to people like Al Waleed bin Talal Al Saud would seem interesting (apparently I was wrong), and in that same setting neither was Andy Jessy seemingly interested to grow his business by an expected 50 million consoles during phase one. So I must see things wrong. Yet the vindication now shown by Valve gives me the idea that I was right in more then one way and such there is a doubt within me. What am I missing? 

So on one hand I saw what Microsoft missed all along (they miss a lot) and others (like Google) stepped out of that field, so I am wondering what I am missing. The numbers are speaking in my direction, the elements are in my favor and as Unreal Engine 5 gives rise to the option on one branch we see a near complete setting. In that same setting we would see that there are 32.5 million small businesses in the United States, and a growing number are Muslim-owned. I lack specific numbers as I do not even know whether they are collected. Yet in this one source gave me that around 2020, Muslims around the world spent a total of two trillion U.S. dollars across the food, pharmaceutical, cosmetics, fashion, travel, and media/recreation sectors. The largest market for Muslim consumers is the halal food and beverage sector. It expectedly grows from 2 billion to 2.8 billion in 2025 (Source: Statista). As such the growth of that nature is nearly unprecedented and I tired to handle a level of unification and here was my solution that enabled it. So I am in doubt, on one hand my predictions are coming through in several ways and on the other hand it seems to be missed by the two (optionally three) people who are on the forefront of it all (Al Waleed bin Talal Al Saud and Andy Jessy/Jeff Bezos), so what am I doing wrong? Oh, and I went through one of the purest players in the world, the gamers. You see gamers can ‘infect’ their enthusiasm on the audience around them, I have seen that happen for over 30 years. 

So what was I doing wrong? Are there players who are walls around these people? If they cannot get a slice, no-one can? Well there is one player they never thought of. It is Ma Huateng, CEO of Tencent and Tencent is hungry for more markets and America with their anti China sentiment played (hopefully) right into my hands. The idea that I am that much right cannot be a simple ‘delusional’ setting as some say. To much went my way of thinking in this. 

So what does it take for some people to see that there was more than laying off around 14,000 managers to reduce costs and improve operations, I get that trimming is at times required, but what do you do when you are offered a simple upgrade of billions in the first phase? Tell me, and I see if I can around that. And now there is another path (hopefully granting me my coins) and I have been brooding over this for almost three years (one does what one can).

But in the end, my blog has had the goods that long, so there is no setting of “You are telling us that now?” There was a clear indication (mailed to them too) and the blog has the three years of stages online. My only defense so that some cannot make claim to “other sources” I feel that I did the right thing, but did I? The is the question I ask myself. You see, if only I see it, it can be called delusion, but more and more things out there (also in print) show that I was right all along. Now that we see the Valve story out there in Hot Hardware (at https://hothardware.com/news/valve-bans-ingame-ads-steam) and several others show that my train of thought was correct all along. 

That was the little nag that was keeping me awake this Thursday (at 03:00). Try to have a great day today. Me? I am walking into Mordor as a challenge, so how happy could I be?

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Time is on my side

That is always the question, that is until you set the records up for public viewing, then it tends to go your way nearly automatically. So even as I gave you all the setting that I was right, there was more. You see, more then two years ago I wrote ‘Girdle your loins’ (at https://lawlordtobe.com/2022/11/30/girdle-your-loins/) and that was AFTER I wrote part of the solution to a few people. I wanted to give it to Google three months before this, two days before they cancelled the Google Stadia. OK, they had that right and whilst leaving billions on the floor they walked away. Amazon (Andy Jessy) had the email less than a week after that and he never got back to me, which is also his right to do. Then whomever it got to (at Kingdom Holding) got the message and they never cared, or saw it as important enough. But now after more then 2 years (more like three years ago) when I saw the shift of sands changing a moment arrived (this morning) when I saw that I was right all along. So whilst people like Tim Cook (Apple) and Satya Nadella (CEO Microsoft who was never invited) are complaining about the harsh options are left with. I say, you left billions on the floor, so stop complaining. I gave that very same ‘warning’ to Sergey Brin, but he at least had a decent excuse when they dropped the Google Stadia.

So what is bringing this about?
Well, this morning when I was reengineering (in my mind) certain CBM64 greats, my mind fell over a message that I never saw coming. You see in 1986 I bought a Commodore 64 game named ChipWits (by EPYX), it was a great program with the option to program a robot with instructions and whilst the programing through icons wasn’t terribly new, on a CBM-64 it was at the very least innovative, as such I loved it.

Now back to today I considered that it was a great way to introduce this and add Machine Learning icons (and optionally LLM icons) to this game and give it a fresh start. So as I was thinking about a few things, I looked up the cover (see above) but what I found was also a reference from the original programmer Doug Sharp, and together with Mark Roth he is making a reboot.

Now this part is important as he probably started this around the time I made mention of this option (in my blog) that some true innovative minds got there all on their own. So Tim Cook and Satya Nadella take notice. This is what ACTUAL innovation looks like they got their on their own and they created the next iteration of gaming. They didn’t have to buy it for $100,000,000,000. They got there on their own $0.02. 

So why is this?
Well, in the first it was about me (it often is) and I foresaw this coming three years ago. In three years what ACTUAL innovation have you seen coming from Microsoft? I created a picture that left the ‘buyer’ with a starting revenue of $5,000,000,000 a year. So that is what. I recognised the field, I set the markers and I seemingly came out on top. The second phase would have been at least a fourfold of the first phase of my solution and If you look at all the great old games, you see that a lot is now coming. My favorite was Elite that on the PS4 is almost a thousand times bigger than the vector images of the CBM64 with a fleet massively bigger with billions of star systems (against the 256 planets on the CBM64) that is true innovation and David Braben deserves all the credits he is due, which is a lot as this was the very first serious game I saw on the then great BBC Microcomputer System, and I didn’t have to sob for long as it come to the Commodore within 2 years after. 

So when my mind went spiraling into reengineering mode, I got the idea three years ago for a bigger stage and I reckon that 10% of over 10,000 games that were published on Commodore 64, Commodore Amiga, Atari 600/800 and Atari ST should make farming for games lucrative. I got to 10% of 10,000 games with 50% reduction for IP protected games left me with 500 stellar choices, the best of a great gaming era and those captains of industry (Brin, Jesse, and Cook) never saw it, as such they left optional billions on the floor. I negated telling Nadella as there is no use in breathing life into a near extinct Dodo. They made their grave of mediocrity on their singular motion, or perhaps multiple motions of failure.

As I mentioned there are still a few options for Kingdom Holding but that is up to them and perhaps they are already pursuing this with Tencent Holdings Ltd. The next new player in the gaming sector soon enough. I reckon that is the moment that Microsoft either abandon its gaming platform or sells it to Tencent (as I personally see it). So that $100,000,000,000 anchor around their neck will be a lot less comfortable than a silk (road) tie.

For me? I doubt there is anything in it at all for me, but as I said, the realization that I was correct all along might help me to feel my other idea’s for a few coins to afford a new retirement plan. And the feeling that I was correct all along is just too satisfying (especially when seen against the Captains of Industry who never seemingly saw it). Even if I never end up with anything. This is a clear win to me. Others will state that it is always like that on the hindsight. They would be wrong, as I documented this and other ideas going be to before 2018, there are records. So there 😛

Have a great day and enjoy the stormy weathers I see happening overhead now (actual rain).

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Three voices

I have ‘complained’ about the media before and this time I come with an example. Weirdly enough none of them are doing anything wrong, but when you see the example you might wonder what the fuzz is about. As I see it is more than merely one stating the bottle is half full and the other stating the bottle is half empty. But I will let you decide. I got there because I am investigating a setting that is approaching maturity and I want my share. Google walked way from well over 5 billion a year and Amazon is leaving it on the floor. Both are entitled to do so, yet now Tencent Technologies is coming and there is every chance that they will not pay me a dime. I am not willing to hand it to Amazon with Andy Jassy stating ‘Thank You’ and pocketing all that revenue for himself. I am not THAT nice. As such I am in a state of worry and the battle arena seems to be Dubai. Amazon has options if it is forced to break up. I think its setting will be stronger if a layer like the Kingdom Holding Company would champion the stage, especially with someone like Al Waleed bin Talal Al Saud overlooking the stage. A setting that brings benefits but might not be essential. I do believe that a strong setting could be presented from Dubai, it is a personal feeling. So at times I look at the UAE and that is where the three voices got hold of me. So lets begin.

Voice One: Arab News
Here we see (at https://www.arabnews.com/node/2348896/business-economy) ‘UAE’s non-oil economy remains strong in July as PMI stands at 56’ this is good, someway. I like to think that it will be better soon enough, but the Arab News gives us “According to the seasonally adjusted S&P Global UAE Purchasing Managers’ Index, the country’s PMI stood at 56 in July compared to 56.9 in June. This still indicates a positive trend as any readings above 50 are considered a growth in economic activities, while figures below 50 show contraction.” Overall a strong message, there is a little fallback, but the story gives us that is still in the growth margin. The message has the added “Higher business activities were driven by an upturn in new orders, which continued to be boosted by strong customer demand and improving market conditions, the report stated, citing survey panelists. However, it noted that growth eased since June as several firms faced greater competition which dampened sales in the process.” OK, greater competition is a little vague, but that is fine a positive approach to a story.

Voice Two: Khaleej Times
Then we get the article (at https://www.khaleejtimes.com/business/uae-non-oil-sector-continues-to-grow-at-a-strong-pace-creating-more-jobs-in-july) here we are given ‘UAE non-oil sector continues to grow at a strong pace, creating more jobs in July’, which makes sense as it is a UAE newspaper. Here we get “The S&P Global UAE Purchasing Managers’ Index (PMI) – an indicator designed to give an overview of operating conditions in the non-oil private sector economy – dropped from 56.9 in June to 56.0 in July but remained well above the 50.0 no-change mark and the series long-run average. The reading indicated a sharp improvement in the health of the sector, supported by a marked expansion in output.” It basically gives us the same we saw in the Arab News with the added “S&P said driving activity higher was an upturn in new orders, which continued to be boosted by strong customer demand and improving market conditions, according to survey panellists.” I personally would have a few question marks, but in the end it is how the painting is made. I would state that this critic is looking at the painting, giving the summary and looking at the use of blue paint in the process. This happens, we all have our ways of looking at a painting and it is probably the best way to describe it. 

Voice Three: Reuters
It was the first article I saw (at https://www.reuters.com/world/middle-east/lower-sales-weigh-uae-non-oil-business-activity-july-pmi-2023-08-03/) making me look at the setting a little deeper. The start ‘Lower sales weigh on UAE non-oil business activity in July’ with the added “The slowdown was attributed in part to an easing of growth in new orders, although demand remained strong, with the sub-index falling to 57.4 in July from 61.0 the previous month, which was the fastest rate of expansion since June 2019.” Now we get an interesting sight, this article is cautiously pessimistic (headline) but the overall message is still positive. Yet the numbers are not matching. It might not be wrong as they use ‘sub-index’, but which one? Then we get the added “Owen added that the “the easing of sales growth was substantial and, if accelerated in future months, suggests that the demand boom could have reached its peak.”” The reference is to David Owen, senior economist at S&P Global Market Intelligence. Yet the station is how does ‘substantial’ apply? Is this fear-mongering for investors, is it biased negativity towards the Middle East? You tell me, I have no clue. But the fact that we have these three voices is important because it shows us that there is a media flaw. Now, there are all kinds of flaws and flaws due to arbitrary interpretation is nothing new and optionally not a flaw but the stage is there and now we have ourselves a ballgame. So which one is true? They might all be true but the anarchy in the three voices tend to impact us all. My gut tells me to go with the Arab News, but that is instinct and not a given view of evidence. I will let you decide which one is more apt.

Enjoy the day, Friday is about to start in Vancouver, the rest of us are already there. 

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I do not believe it

Yes, I am in disbelieve. This is actually a first for me and it started when I saw the article (at https://www.bbc.co.uk/news/business-63631877) there we are given ‘Amazon staff laid off as tech giants cut costs, according to LinkedIn posts’. I saw a tweet from Jeff Bezos pass by, but it read like it was a warning for others, not massively affecting Amazon. There we are given “Posts seen by the BBC include those from employees in Amazon’s Alexa virtual assistant business, Luna cloud gaming platform division and Lab126 – the operation behind the Kindle e-reader” and here I am with IP that brings $6,000,000,000 annually in the first degree and another $4 billion in total for the second IP and Amazon is in the dark. They aren’t seeing what I saw and the meeting with the Kingdom of Saudi Arabia is hopefully Friday. So both Google and Amazon did not see what I saw and I am a little doozy with euphoria. It is the win I never expected, never wanted and here it is knocking on my door. With a starting first phase of 50 million subscriptions I have more than the golden goose, I have the entire goose coup. Actually, are geese placed in a coup? 

So as we are given “Amazon’s share price has fallen by more than 40% this year as it grapples with a slowdown in online sales” all whilst Andy Jessy seemingly did not see my offer as a valid or realistic one, they will stand to lose a decent amount of revenue to others. In my books, I do not care. I care for my retirement and the ski-slopes of Canada. And as I saw it, it started to snow two days ago, so the new season is but a week away and I want in. First year in the Blue Mountains of Ontario, after that, we will see. The idea that they haven’t seen what I saw and what I so far have defined is nowhere to be seen. Even as only one part needs the Unreal Engine 5, the rest does not opening all kinds of options and it is not even close to the end. My mind did construct other parts, but I am also weary that this could accelerate congestion and that is to be avoided at all costs. 

But last week there was Google, and now the confirmation that Amazon missed the same stage, whether they are blind for the option is beyond me, but at this point I feel pretty hyped and that counts for something. Anyway, this was the setting 6 hours ago and my meeting is in 39 hours (not that I am counting the seconds) On the downside, it implies I will have another sleepless night.

Wish me luck!

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